Saving Money Without Losing Benefits: The ABLE Act and CalABLE

Presented by CalABLE and Harbor Regional Center’s Benefits Specialist, Cori Reifman

This workshop will include the following information:

• Background: Why ABLE was created
• Review of the CalABLE program, including how accounts work and the eligibility requirements
• An overview of investment options and fees for CalABLE accounts
• How CalABLE works with Special Needs Trusts
• Other Benefits (eGifting, Pre-paid Card)
• How to open an account
• Questions & Answers